The creator of Asymco.com is looking for 67% growth in sales and 91% in earnings
Like most independent analysts, Asymco's Horace Dediu got clobbered last quarter when Apple (AAPL) reported earnings that grew by "only" 52%. (See chart at right).
As a result, the best estimates last quarter turned out to be those submitted by the Wall Street analysts with the worst Apple track records. (See our Q4 2011 Earnings Smackdown here.)
But MOREPhilip Elmer-DeWitt - Dec 9, 2011 7:54 AM ET
Only "money" and "clothes" scored higher in an annual pre-holiday survey
For 22 years, Piper Jaffray researchers have been asking American teenagers what they want for Christmas, and for the past four years Apple (AAPL) products have been moving steadily up the wish lists.
All told, according to a note to clients issued Monday by senior research analyst Gene Munster, 11.2% of the 5,700 teenagers surveyed this fall named one Apple product MOREPhilip Elmer-DeWitt - Nov 28, 2011 6:29 AM ET
Judging from the stock price, the company is only as good as its last hit product
Asymco's Horace Dediu spent much a recent trip to London talking to dozens of buy-side analysts. Not to be confused with sell-side analysts, these are people who control trillions of investment dollars and never share their thoughts or strategies in notes to clients.
He came out of those meetings convinced that the investment thesis of the MOREPhilip Elmer-DeWitt - Nov 22, 2011 8:14 AM ET
Republicans, Hispanics and young Americans ages 18-29 see it as particularly bright
A national survey of 1,066 registered voters conducted by Poll Position on Oct. 30, three and a half weeks after Steve Jobs' death, asked which of three high-tech companies -- Apple (AAPL), Google (GOOG) or Facebook -- had the brightest future.
As you can see by the results, Apple with 43.6% came out well ahead of Google (25.9%) and Facebook MOREPhilip Elmer-DeWitt - Nov 1, 2011 2:01 PM ET
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* Bloomberg reports that Apple (AAPL) may be developing a television set sporting what Steve Jobs told Walter Isaacson is "the simplest user interface you could imagine." Piper Jaffray analyst Gene Munster predicts such a device could go on sale next year or in 2013. (Bloomberg)
* The "father of the iPod," MOREJP Mangalindan, Writer - Oct 25, 2011 10:40 AM ET
Fortune contributor Brent Schlender shares some of the stories and personal photographs he collected during more than two decades as Steve Jobs' chronicler and confidant.
FORTUNE -- Most of us who wrote in depth about the brilliant career of Steve Jobs sooner or later came to realize that we were complicit in the making of a modern myth. You simply couldn't avoid it. And while it is true that Jobs was MOREOct 25, 2011 5:00 AM ET
Among the highlights of the excerpt from Walter Isaacson's Steve Jobs in the current issue of Fortune is the story of how Jobs repaired Apple's (AAPL) relationship with Microsoft (MSFT) just in time to get Bill Gates to participate in his 1997 MacWorld keynote. Jobs waited until the end to introduce, after a dramatic pause, Apple's new partner and investor. Suddenly Gates' face appeared, to boos and catcalls, on a giant screen.
"That was my MOREPhilip Elmer-DeWitt - Oct 24, 2011 12:40 PM ET
Mac and iPad sales set new records, but iPhone sales disappoint
Apple (AAPL) reported disappointing results for its fourth fiscal quarter on Tuesday. Although the company handily beat its own guidance, it fell far short of the expectations of analysts and investors, who punished the stock in after-hours trading
Apple shares, which had closed the day at a record $422.24 amid hopes for an upside surprise, fell at one point more than MOREPhilip Elmer-DeWitt - Oct 18, 2011 4:57 PM ET
Setting the stage for a monstrous Christmas selling season
It's been a busy fortnight for Apple (AAPL), between the Let's Talk iPhone special event, the death of Steve Jobs, the launch of the iPhone 4S and Sunday's star-studded memorial service. Next week we'll get the worldwide laydown of Walter Isaacson's Steve Jobs, the only biography written with Jobs' cooperation, launching another round of media overkill (starting with next Sunday's 60 Minutes).
But today is about MOREPhilip Elmer-DeWitt - Oct 18, 2011 8:35 AM ET
We're averaging the Q4 estimates of the six analysts with the best track records
The chart at right, which compares Apple's (AAPL) reported earnings for the past six quarters with estimates made in advance of those reports, shows that some analysts are better at predicting the company's results than others.
Specifically, a group of independent analysts we've been calling -- for lack of a better term -- "the bloggers," have consistently out-performed MOREPhilip Elmer-DeWitt - Oct 17, 2011 7:11 AM ET
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